Rhoda Walkup is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ocala, FL, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

680 SE 31st Street, Ocala, FL, 34471

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rhoda helps friends and family with interior decorating, dedicating minimal time to this activity. She is also starting an LLC called The Curated Space for her interior design hobby, spending about 10-20% of her time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2023 - Present · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
September 2022 - Present · 3 yrs 10 mos
State Registrations3 states
FLGAMN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Rhoda Walkup - Financial Advisor | TrueAdvisor